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New Insightly Add-on for Gmail (Beta) now available!

For you Gmail and G Suite users, we’ve got a new Gmail Add-on available for your inbox. You can view people in a given thread, add new people to Insightly on the fly and search the CRM databases all directly from inside your Gmail.

The best part: it works on ANY browser and the Gmail mobile app (Android only for now)!

To learn more about the new Insightly Gmail Add-on, including how to install it, check out our Help Center articles.

9 comments

  • 1

    The add-on seems to work fine but the functionality in the version is very limited. I can only hope there are plans to extend it before Google kills of the Insightly "gadget" in August. One of the MOST IMPORTANT functions I need is creating a new task from an email. The gadget does that beautifully. If there is not equivalent functionality available through the add-on or some other mechanism when the gadget disappears I will be looking for an Insightly replacement.

  • 0

    Ditto most of the above!

    Can't imagine Insightly developers could ignore this important feature.

    Gmail just released it's own email to "Google" Task functionality so it can't be that hard (for dev's) to replicate or sync back to Insightly.

    BTW: Love the new Add On works inside Gmail app on Android !!

    Keep up the great work

     

  • 0

    Agreed with both comments above. 

    I often use the gadget to link emails to projects and contacts, it's very useful. The add-on and sidebar can't currently do this

    Please don't kill the gadget until functionality of the add-on is expanded to include what's being lost in the gadget. Thanks!

  • 0

    Hello Jim,

    Thanks for your feedback! 

    To provide some background on this due to Google's recent UI change, the Insightly Google sidebar now has limited capabilities.

    These limits are as follow:

    • Save and Link functionality is not supported on View
    • Save and Link functionality is not supported on Compose
    • Hover to display Contact does not work
    • Once locked into viewing a record, there is no way to get back to “hover or Home mode”

    This is affecting other users and other CRM's as well. Insightly is working on an alternate sidebar that will work with Google's new UI change. As a temporary workaround, you can use your Insightly mailbox address to save emails.

    Hope that helps in the meantime. Thanks for your time and patience! 

  • 1

    It be would be VERY HELPFUL to have the ability to tag contacts when using the Add-On to import contact records from Gmail into Insightly. That kind of functionality is crucial to the way we are building our Insightly mailing lists. Having it in the Add-On could save us a ton of time.

    Best regards,

    John Aselin

  • 0

    Has this been fixed?  I miss my little orange button!  

    Carol Huls

    DittoForm

  • 2

    I also miss the orange button!

    My workaround (besides forwarding the email to my general Insightly email address): I have been using the sidebar to search for the record to which I will be connecting the email and copying its distinct email address into the Forward To address. 

  • 0

    Me too - need the email save button back!

     

  • 0

    Hello Everyone,

    It seems like this is a known issue!

    Please know that our development team is aware of this issue, and they are looking into a resolution. As soon as we have an update for you, I'll be sure to let you know.

    I appreciate your patience in the meantime.

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